GI

Gradient Investments Portfolio holdings

AUM $6.3B
1-Year Est. Return 17.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.43B
AUM Growth
-$467M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,451
New
Increased
Reduced
Closed

Top Buys

1
+$72.6M
2
+$19.8M
3
+$17.9M
4
NFLX icon
Netflix
NFLX
+$15.5M
5
PSA icon
Public Storage
PSA
+$14.2M

Top Sells

1
+$72.6M
2
+$30.2M
3
+$29.2M
4
UNH icon
UnitedHealth
UNH
+$19.2M
5
SPIB icon
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
+$18M

Sector Composition

1 Financials 8.37%
2 Technology 7.74%
3 Consumer Discretionary 5.62%
4 Healthcare 5.4%
5 Industrials 4.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
776
$9K ﹤0.01%
71
+13
777
$9K ﹤0.01%
+7
778
$9K ﹤0.01%
633
779
$9K ﹤0.01%
82
780
$9K ﹤0.01%
+300
781
$9K ﹤0.01%
500
782
$9K ﹤0.01%
110
783
$9K ﹤0.01%
409
784
$9K ﹤0.01%
941
785
$9K ﹤0.01%
60
786
$9K ﹤0.01%
1,000
787
$9K ﹤0.01%
193
788
$9K ﹤0.01%
192
-62
789
$9K ﹤0.01%
+53
790
$9K ﹤0.01%
260
791
$9K ﹤0.01%
51
792
$9K ﹤0.01%
132
793
$9K ﹤0.01%
50
794
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60
+25
795
$9K ﹤0.01%
45
+43
796
$9K ﹤0.01%
202
797
$9K ﹤0.01%
261
798
$9K ﹤0.01%
900
799
$9K ﹤0.01%
125
800
$9K ﹤0.01%
200
-447
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